At Provisions Wealth Planners, we believe that personal finance should be just that – personal. Strategies for the challenges you face should reflect your goals, values and needs – not someone else’s. Yet, determining where to find the personalized guidance you seek and who to trust to provide the advice that best meets your needs is more difficult than ever. That’s because:
Some financial planning firms encourage clients to purchase a full written plan before offering advice. [In some cases, we believe you don't need to purchase a full comprehensive financial plan. The clients situation will dictate the need and level of planning necessary.]
Some advisors are under pressure to recommend proprietary investment products that may not always be the best strategy for your needs. [We don’t offer any proprietary products.]
Some financial service firms often drive clients to an impersonal call center and representatives who don’t know you and may not be equipped to address your complex needs. [We focus on getting to know you on a personal level as we seek to deliver service that exceeds your expectations.]
This is where Provisions Wealth Planners can make a real difference for individuals, families and business owners seeking wealth planning services tailored to their specific needs:
At Provisions Wealth Planners, our goal is to provide you with everything you need – and nothing you don’t – as you pursue your personal definition of financial independence.